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Our experience with implementing many CRM and business technology projects has told us that clients have their own preferences on how they would like to engage with us.
We try to fit our business approach into the way, you the client wants it work. Correspondingly, we have program options that fit across all client requirements.
Best suited for activities where the project scope or outcome is well defined, or where we are providing a specific solution that we have provided many times before. For example for a small item: phone field formatting. And for a larger scope: standardized training based on the official Microsoft Curriculum for your team members.
Applicable to all types of projects throughout the life of a project. Well suited for smaller scope activities, where the specifications are looser or for ad-hoc support to your sales, marketing, or internal IT staff.
This fits in where we need to make modifications to a standardized offering to meet your specific needs. For example: a customized version of the standard sales training syllabus to meet the specific configuration of your CRM environment.
When you start to plan your CRM implementation think in terms of roles and responsibilities.